Upper Left Wealth Management, LLC
68 holdingsFiling period: 2026-03-31Current AUM: $173.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 159.1K | $14.0M | $12.1M | 7.00% | -26,876 | 2026-03-31 |
| 2 | SPYM | SPDR SERIES TRUST | 120.5K | $9.2M | $10.6M | 6.12% | +104 | 2026-03-31 |
| 3 | BCI | ABRDN ETFS | 369.9K | $9.0M | $8.8M | 5.11% | +52.6K | 2026-03-31 |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 149.4K | $7.2M | $7.1M | 4.12% | +14.2K | 2026-03-31 |
| 5 | BWX | SPDR SERIES TRUST | 312.5K | $6.9M | $6.8M | 3.92% | +45.7K | 2026-03-31 |
| 6 | DBMF | LITMAN GREGORY FDS TR | 200.2K | $6.0M | $6.2M | 3.57% | +4.2K | 2026-03-31 |
| 7 | SCHH | SCHWAB STRATEGIC TR | 278.6K | $6.0M | $6.8M | 3.91% | +20.5K | 2026-03-31 |
| 8 | GLDM | WORLD GOLD TR | 63.2K | $5.9M | $5.1M | 2.93% | -11,015 | 2026-03-31 |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | 151.4K | $5.8M | $5.4M | 3.12% | +38.5K | 2026-03-31 |
| 10 | MCHI | ISHARES TR | 93.9K | $5.3M | $5.2M | 3.03% | +5.3K | 2026-03-31 |
| 11 | SCHF | SCHWAB STRATEGIC TR | 212.1K | $5.2M | $5.8M | 3.36% | -2,900 | 2026-03-31 |
| 12 | BIL | SPDR SERIES TRUST | 54.9K | $5.0M | $5.0M | 2.91% | +2.7K | 2026-03-31 |
| 13 | SCHA | SCHWAB STRATEGIC TR | 162.6K | $4.7M | $5.5M | 3.15% | -2,468 | 2026-03-31 |
| 14 | VNQI | VANGUARD INTL EQUITY INDEX F | 103.0K | $4.6M | $4.7M | 2.74% | -3,379 | 2026-03-31 |
| 15 | SCHC | SCHWAB STRATEGIC TR | 95.5K | $4.5M | $4.6M | 2.66% | -2,901 | 2026-03-31 |
| 16 | SCHE | SCHWAB STRATEGIC TR | 135.1K | $4.5M | $4.9M | 2.81% | -12,650 | 2026-03-31 |
| 17 | SCHP | SCHWAB STRATEGIC TR | 164.9K | $4.4M | $4.3M | 2.48% | +7.5K | 2026-03-31 |
| 18 | SCHR | SCHWAB STRATEGIC TR | 175.9K | $4.4M | $4.3M | 2.48% | +9.1K | 2026-03-31 |
| 19 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 133.0K | $4.0M | $3.6M | 2.08% | +13.9K | 2026-03-31 |
| 20 | EMLC | VANECK ETF TRUST | 159.2K | $4.0M | $4.1M | 2.34% | -3,078 | 2026-03-31 |
| 21 | VEU | VANGUARD INTL EQUITY INDEX F | 47.6K | $3.6M | $3.9M | 2.28% | -3,748 | 2026-03-31 |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | 61.8K | $3.3M | $3.6M | 2.10% | +2.0K | 2026-03-31 |
| 23 | IVV | ISHARES TR | 4.8K | $3.1M | $3.6M | 2.07% | +270 | 2026-03-31 |
| 24 | FEZ | SPDR INDEX SHS FDS | 48.3K | $3.0M | $3.4M | 1.95% | +41 | 2026-03-31 |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | 45.2K | $2.9M | $3.2M | 1.84% | +1.2K | 2026-03-31 |
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